Sky Oak Wealth, LLC J P Morgan Exchange Traded Fd Transaction History

Sky Oak Wealth, LLC

  • $427 Million
  • Q2 2024

A detailed history of Sky Oak Wealth, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 81,715 shares of JPIE stock, worth $3.79 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
81,715
Previous 61,317 33.27%
Holding current value
$3.79 Million
Previous $2.79 Million 32.98%
% of portfolio
0.87%
Previous 0.67%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$44.81 - $45.47 $914,034 - $927,497
20,398 Added 33.27%
81,715 $3.71 Million
Q1 2024

Apr 29, 2024
BUY
$45.21 - $45.87 $476,739 - $483,699
10,545 Added 20.77%
61,317 $2.79 Million
Q4 2023

Jan 12, 2024
BUY
$43.78 - $45.84 $2.22 Million - $2.33 Million
50,772 New
50,772 $2.32 Million

Others Institutions Holding JPIE

# of Institutions
203
Shares Held
26.4M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JPIE Quotes by TradingView
  • Ticker JPIE
More about JPIE
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